Skip to main content
Branch preview: these instructions describe the unified Projects experience. Availability depends on your portal’s rollout and permissions. Portals using the earlier experience still show the separate Onboarding settings and company workspace.
The Documents feature is not available until your administrator completes the rollout. The file workflows below describe the branch preview and still require verification after rollout.
Open a project and select Files & Forms > Documents to keep internal plans, quotes, contracts, and supporting files together. This guide covers MSP staff management. File visibility and portal permissions control what a client can access; uploading a staff file does not automatically share it. The same workspace also holds client uploads and document requests for linked onboardings, according to your role. For files attached to a deliverable, use Deliverable documents.

​
Access and supported files

Project read permission permits viewing; project write or manage permission permits changes. Files must be non-empty and no larger than 50 MB each. Accepted extensions are PDF, DOCX, XLSX, XLS, CSV, PPTX, PNG, JPG, and JPEG. PDFs, Word documents, spreadsheets, CSV files, and images use the in-app preview where supported. Other accepted files, including PowerPoint, offer download. PDF preview offers a fullscreen control. Preview does not edit the source file.

​
Upload and organize

  1. Select Upload or drag files onto the document panel.
  2. Choose a folder first to upload into it, or drop directly onto a folder. Uploading from All documents, or dropping onto All documents, places files in Unfiled.
  3. Wait for the upload result and confirm the files appear. Open a file to preview it or use its row menu to download.
Create folders with the folder controls. A folder’s menu supports subfolders, rename, move, and delete. Selecting a folder includes files in its descendants. All documents lists the whole project’s files; Unfiled lists files without a folder. Move files using a row’s Move to action or by dragging a row onto a folder. Select multiple files for bulk move or delete. Filtering removes hidden files from the pending selection; review the remaining selection before confirming a bulk action.

​
Delete carefully

Deleting a folder moves its contents up to its parent. Deleting documents removes the files themselves. Review the confirmation; the tab has no recycle bin or restore action for deleted files.

​
Troubleshooting

Project workspace

Choose the correct project tab.

Client onboarding files

Understand client upload tasks.